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Free Excel templates for 1099, W-2 & 1095 forms

Download a free Excel template for any form and tax year.

Fill in a free template, then create a free account and import it: your forms are checked against IRS rules before filing, and you only pay when you submit, from $2.89 down to $0.95 per form (see pricing). New to importing? Read the bulk import guide.

Pick the tab for the tax year the payments were made in. For example, 2025 forms are filed in early 2026.

Popular Forms

1099-NECNonemployee Compensation

1099-MISCMiscellaneous Information

1095-CEmployer-Provided Health Insurance Offer and Coverage

1095-BHealth Coverage

W-2Wage and Tax Statement

1099-DADigital Asset Proceeds From Broker Transactions

1099-AAcquisition or Abandonment of Secured Property

1099-BProceeds From Broker and Barter Exchange Transactions

1099-CCancellation of Debt

1099-CAPChanges in Corporate Control and Capital Structure

1099-DADigital Asset Proceeds From Broker Transactions

1099-DIVDividends and Distributions

1099-GCertain Government Payments

1099-INTInterest Income

1099-KPayment Card and Third Party Network Transactions

1099-LSReportable Life Insurance Sale

1099-LTCLong-Term Care and Accelerated Death Benefits

1099-MISCMiscellaneous Information

1099-NECNonemployee Compensation

1099-PATRTaxable Distributions Received From Cooperatives

1099-QPayments from Qualified Education Programs

1099-RDistributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

1099-SProceeds From Real Estate Transactions

1099-SADistributions From an HSA, Archer MSA, or Medicare Advantage MSA

1099-SBSeller’s Investment in Life Insurance Contract

1098Mortgage Interest Statement

1098-CContributions of Motor Vehicles, Boats, and Airplanes

1098-EStudent Loan Interest Statement

1098-FFines, Penalties and Other Amounts

1098-QQualifying Longevity Annuity Contract Information

1098-TTuition Statement

1097-BTCBond Tax Credit

3921Exercise of an Incentive Stock Option Under Section 422(b)

3922Transfer of Stock Acquired Through an Employee Stock Purchase Plan under Section 423(c)

5498IRA Contribution Information

5498-ESACoverdell ESA Contribution Information

5498-SAHSA, Archer MSA, or Medicare Advantage MSA Information

W-2GCertain Gambling Winnings

1095-CEmployer-Provided Health Insurance Offer and Coverage

1095-BHealth Coverage

Popular Forms

1099-NECNonemployee Compensation

1099-MISCMiscellaneous Information

1095-CEmployer-Provided Health Insurance Offer and Coverage

1095-BHealth Coverage

W-2Wage and Tax Statement

1099-AAcquisition or Abandonment of Secured Property

1099-BProceeds From Broker and Barter Exchange Transactions

1099-CCancellation of Debt

1099-CAPChanges in Corporate Control and Capital Structure

1099-DIVDividends and Distributions

1099-GCertain Government Payments

1099-INTInterest Income

1099-KPayment Card and Third Party Network Transactions

1099-LSReportable Life Insurance Sale

1099-LTCLong-Term Care and Accelerated Death Benefits

1099-MISCMiscellaneous Information

1099-NECNonemployee Compensation

1099-PATRTaxable Distributions Received From Cooperatives

1099-QPayments from Qualified Education Programs

1099-RDistributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

1099-SProceeds From Real Estate Transactions

1099-SADistributions From an HSA, Archer MSA, or Medicare Advantage MSA

1099-SBSeller’s Investment in Life Insurance Contract

1098Mortgage Interest Statement

1098-CContributions of Motor Vehicles, Boats, and Airplanes

1098-EStudent Loan Interest Statement

1098-FFines, Penalties and Other Amounts

1098-QQualifying Longevity Annuity Contract Information

1098-TTuition Statement

1097-BTCBond Tax Credit

3921Exercise of an Incentive Stock Option Under Section 422(b)

3922Transfer of Stock Acquired Through an Employee Stock Purchase Plan under Section 423(c)

5498IRA Contribution Information

5498-ESACoverdell ESA Contribution Information

5498-SAHSA, Archer MSA, or Medicare Advantage MSA Information

W-2GCertain Gambling Winnings

1095-CEmployer-Provided Health Insurance Offer and Coverage

1095-BHealth Coverage

Popular Forms

1099-NECNonemployee Compensation

1099-MISCMiscellaneous Information

1095-CEmployer-Provided Health Insurance Offer and Coverage

1095-BHealth Coverage

1099-AAcquisition or Abandonment of Secured Property

1099-BProceeds From Broker and Barter Exchange Transactions

1099-CCancellation of Debt

1099-CAPChanges in Corporate Control and Capital Structure

1099-DIVDividends and Distributions

1099-GCertain Government Payments

1099-INTInterest Income

1099-KPayment Card and Third Party Network Transactions

1099-LSReportable Life Insurance Sale

1099-LTCLong-Term Care and Accelerated Death Benefits

1099-MISCMiscellaneous Information

1099-NECNonemployee Compensation

1099-PATRTaxable Distributions Received From Cooperatives

1099-QPayments from Qualified Education Programs

1099-RDistributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

1099-SProceeds From Real Estate Transactions

1099-SADistributions From an HSA, Archer MSA, or Medicare Advantage MSA

1099-SBSeller’s Investment in Life Insurance Contract

1098Mortgage Interest Statement

1098-CContributions of Motor Vehicles, Boats, and Airplanes

1098-EStudent Loan Interest Statement

1098-FFines, Penalties and Other Amounts

1098-QQualifying Longevity Annuity Contract Information

1098-TTuition Statement

1097-BTCBond Tax Credit

3921Exercise of an Incentive Stock Option Under Section 422(b)

3922Transfer of Stock Acquired Through an Employee Stock Purchase Plan under Section 423(c)

5498IRA Contribution Information

5498-ESACoverdell ESA Contribution Information

5498-SAHSA, Archer MSA, or Medicare Advantage MSA Information

W-2GCertain Gambling Winnings

1095-CEmployer-Provided Health Insurance Offer and Coverage

1095-BHealth Coverage

Popular Forms

1099-NECNonemployee Compensation

1099-MISCMiscellaneous Information

1095-CEmployer-Provided Health Insurance Offer and Coverage

1095-BHealth Coverage

1099-AAcquisition or Abandonment of Secured Property

1099-BProceeds From Broker and Barter Exchange Transactions

1099-CCancellation of Debt

1099-CAPChanges in Corporate Control and Capital Structure

1099-DIVDividends and Distributions

1099-GCertain Government Payments

1099-INTInterest Income

1099-KPayment Card and Third Party Network Transactions

1099-LSReportable Life Insurance Sale

1099-LTCLong-Term Care and Accelerated Death Benefits

1099-MISCMiscellaneous Information

1099-NECNonemployee Compensation

1099-PATRTaxable Distributions Received From Cooperatives

1099-QPayments from Qualified Education Programs

1099-RDistributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

1099-SProceeds From Real Estate Transactions

1099-SADistributions From an HSA, Archer MSA, or Medicare Advantage MSA

1099-SBSeller’s Investment in Life Insurance Contract

1098Mortgage Interest Statement

1098-CContributions of Motor Vehicles, Boats, and Airplanes

1098-EStudent Loan Interest Statement

1098-FFines, Penalties and Other Amounts

1098-QQualifying Longevity Annuity Contract Information

1098-TTuition Statement

1097-BTCBond Tax Credit

3921Exercise of an Incentive Stock Option Under Section 422(b)

3922Transfer of Stock Acquired Through an Employee Stock Purchase Plan under Section 423(c)

5498IRA Contribution Information

5498-ESACoverdell ESA Contribution Information

5498-SAHSA, Archer MSA, or Medicare Advantage MSA Information

W-2GCertain Gambling Winnings

1095-CEmployer-Provided Health Insurance Offer and Coverage

1095-BHealth Coverage

Popular Forms

1099-NECNonemployee Compensation

1095-CEmployer-Provided Health Insurance Offer and Coverage

1095-BHealth Coverage

1099-AAcquisition or Abandonment of Secured Property

1099-BProceeds From Broker and Barter Exchange Transactions

1099-CCancellation of Debt

1099-CAPChanges in Corporate Control and Capital Structure

1099-GCertain Government Payments

1099-KPayment Card and Third Party Network Transactions

1099-LSReportable Life Insurance Sale

1099-LTCLong-Term Care and Accelerated Death Benefits

1099-NECNonemployee Compensation

1099-PATRTaxable Distributions Received From Cooperatives

1099-QPayments from Qualified Education Programs

1099-RDistributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

1099-SProceeds From Real Estate Transactions

1099-SADistributions From an HSA, Archer MSA, or Medicare Advantage MSA

1099-SBSeller’s Investment in Life Insurance Contract

1098Mortgage Interest Statement

1098-CContributions of Motor Vehicles, Boats, and Airplanes

1098-EStudent Loan Interest Statement

1098-FFines, Penalties and Other Amounts

1098-QQualifying Longevity Annuity Contract Information

1098-TTuition Statement

3921Exercise of an Incentive Stock Option Under Section 422(b)

3922Transfer of Stock Acquired Through an Employee Stock Purchase Plan under Section 423(c)

5498IRA Contribution Information

5498-ESACoverdell ESA Contribution Information

5498-SAHSA, Archer MSA, or Medicare Advantage MSA Information

W-2GCertain Gambling Winnings

1095-CEmployer-Provided Health Insurance Offer and Coverage

1095-BHealth Coverage

Popular Forms

1095-CEmployer-Provided Health Insurance Offer and Coverage

1095-BHealth Coverage

1095-CEmployer-Provided Health Insurance Offer and Coverage

1095-BHealth Coverage